214 results found
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spendable grant for current year spending only
It would be helpful to have an option to calculate the Spendable Grants either on the total spendable balance or only the current year spendable. We have a significant number of funds that have chosen to not receive a spendable grant in certain years. (particularly organizational endowments but also designated funds and others) Then they may decide to start up annual distributions but leave the accumulated spendable there for future use. All of these grant amounts have to be manually adjusted when we "Create Spendable Grants" because the system uses the total spendable balance.
It seems the option would be…1 voteHello,
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Grant letter sent to pay address
Have grant letters be sent to the pay email marked on a profile, instead of it going to the primary email.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Option to verify the grant amount for Fund Advisor, independent of how they wrote it.
It would be nice to offer fund advisors a second step to confirm their grant amount entry details. This option to double check their grant requests before finalizing the request offers those less versed in database entry an opportunity to double check their data. This could be a confirmation window or something similar. We recently had an issue where a comma was inserted in place of a decimal causing a grant of $500 to display as $50,000.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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batch or bulk transfer internal grants
With the new check process workflow, internal grants have to be transferred individually to be paid. We can have several internal grants to pay each week. It would be nice to be able to batch or bulk transfer these so we don't have to touch each one.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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New Check Workflow for Grants, Please Add Memo Line to Create Grant Screen
In the new workflow you can now write the memo line for the check when creating vouchers to pay vendors -- a great improvement! The ability to write the memo line when creating grants would also be a huge improvement. As it stands you must now intentionally go in as a separate step (with no prompting) and write the memo line for each and every check, which is much more difficult than the old process ... particularly when working in batches. Please incorporate the memo line in the grant creation screen as you did for vendor vouchers.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Spendable Grants, Designated Grants - Bulk Edit
Bulk add a Grant Letter Template and other fields (even Custom Fields) to designated/spendable grants. At this time, you have to manually edit every one of the designated/spendable grants. It's incredibly time consuming for a process that should be nearly click of a button.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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multifund grant
It would be beneficial to be able to change the fund on a multifund grant.
Under certain circumstances, we have had to change the fund on multifund grants and it is not an easy thing to do and is very cumbersome.3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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complete grant summary should be searchable
This very long list of complete/historical grants is not searchable, would be helpful. Thank you!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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archive past grant cycles
It would be nice to archive past grant cycles that are no longer active or relevant. Or possibly have buckests showing what is active and what is closed.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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New grants workflow- document tab
The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?
I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting…
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Add sort to bulk approve grants page, or keep the same sort as the previous page.
In the grant approval bucket, you can sort the columns, but when you go to the approve all screen (where you might want to click the check boxes) the sort order is gone, and appears to follow no particular order. It's not by grant number, not by fund, not by grantee. It might be by date, but that is not helpful because most of the dates are the same. Please add the ability to sort there, or keep the sort from the previous page.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Create Spendable Grants with Multiple Beneficiaries w Percentage Option Whole Dollars
We have several funds with multiple beneficiaries based on a percentage. We do not have an option to round the multiple grant to whole dollars. When creating the spendable grants, we have to change each grant total. Note. Our distribution calculation has the option to round to the dollar with an option of rounding behavior "Normal," "Always Up," or "Always Down."
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Lengthen Grant Summary Character Limit
We've found that the Grant Summary on a grant in CSuite is only 250 character limit. It would be more beneficial for us if it were 500-1000 character limit as we use this field for our Approved Grant Purpose that in turn, appears on Grant Letters once it's Synced to GLM.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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grant category
Grant Category is an option for grant cycles, but then cannot be found in custom reports. Would be great to be able to create a report showing grant categories and their requests (or the reverse).
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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grant catalog donors listed in portal
After completing a recent grant catalog cycle, we have a fiscally sponsored group who likes to send out their own thank you notes. I told them they could find the donors in their portal, however, the grant catalog only comes in as one lump sum grant and does not show the list of donors that gave to their campaign, which I can see on the back end easily in the report. It would be nice to be able to click on the grant amount from a grant cycle in their portal so that they can see each individual who gave.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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grant request organizations and individual profiles
It would be great if when the person creating a grant request from the portal is entering the information manually there is a radio button option indicating whether the profile being created is an Individual or organization. Currently all grant requests come in as organizations and I have to change manually if I see they are an individual. The fields do not automatically populate either in the mailing label which I correct.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Template Fields for Award Letters
I was really excited when the Award Letter template was created however, I am not able to use it to my full capacity because of the limited template fields. The only format a name can be put into the letter is (Last Name, First Name). Especially in fourth quarter, I will not have time to make such manual changes to each letter.
Why aren't all template fields accessible for each template? I hope they will expand these options sooner rather than later.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Copy Grant Applications into the New Year
At the end of the year, we always have grant applications we want to carry over into the next year. Some, have had their LOI's approved and are now in draft grants, submitted grants, or grants being evaluated. Now the copy feature only allows you to copy to the LOI. It is very time-consuming for me to have to save and copy all the information that doesn't carry over, including 6-8 reports that we require. Would be GREAT if the grant applications would copy over in full to the step they were in in the application process.
Thanks for your…
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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See who has approved grants
We really need to be able to see who has approved or not approved grants at the Approval bucket. When two people need to approve over 300 grants and you have to continually click into each one to see who approved what and what is left for approvals, it is a huge time drain. A simple column at the end to display the status would be a huge help. The grant approval process is a great tool, but needs work to be efficient for users--which is possibly why customers may not use it.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Grant Purpose Dropdown
Our accountant has requested that we have to specifically note if a grant is an operating grant, special grant or capital project. It would be great if we had a drop down (under grant type) that we could select from one of the three types and call it Grant Purpose dropdown. Thanks so much!
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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